CASSANDRA IRA UY
5-C School Street Grace Village Quezon City
Summary
Proven ability to deliver results through discipline and hard work, with a track record of recognized skills and accomplishments. Resourceful and adaptable, capable of effectively navigating various situations. Strong work ethic combined with a goal-oriented mindset ensures consistent achievement of objectives.
Overview
24
24
years of professional experience
Work History
Branch Head (AVP rank)
Asia United Bank
01.2024 - Current
- Responsible for overall profitability, marketing, operations, & administration of the branch.
- Ensure compliance with internal controls, risk management protocols, audit standards, & regulatory requirements.
- Lead, develop, & motivate the branch team to achieve performance goals while fostering a culture of integrity, accountability, & customer focus.
- Lead initiatives to grow casa portfolio of the branch through acquisition of new-to-bank clients & deepening of existing relationships.
Business Center Head (SAVP)
Chinabank
08.2020 - 12.2023
- Responsible for ensuring sales growth/expansion of the client base & profitability of the branch, ensuring attainment of deposits, loans, other cross-sell business & income targets, as agreed upon by Management
- Performs budget preparation for volume, revenue/income analysis of the branch.
- Oversees branch activity & continuity of its operations.
- Monitors service quality & customer satisfaction.
- Promotes a sales & service culture in the branch via regular meetings, one-on-one sessions & periodic performance.
Branch Manager (Manager Rank)
Asia United Bank
09.2014 - 07.2020
- Plans, formulates and prepares the annual branch’s marketing plans/strategies and revenue targets and makes the changes thereto, as maybe necessary.
- Conducts market survey to identify prospective clients, determine their banking requirements, and design appropriate bank products and services fitting their requirements.
- Administers and manages the Branch’s activities pertaining to marketing plans and cross selling of bank products and services
- Monitors the sales & business performance, revenue targets, and profitability of the branch against targets.
- Conducts periodic branch meeting to orient branch personnel of bank products & services and impart basic selling skills, and coaches and encourages them to cross sell bank products & services, among others.
Business Manager (Manager Rank)
UnionBank of the Phils.
04.2011 - 08.2014
- Responsible for the over-all growth, sales activities of the branch. Services of high net worth individual and middle market segments and developing long-term relationship with existing and prospective clients
- In charge of overall customer service, and sales functions of the branch.
- Achieves branch production targets through extensive marketing of all bank products and services
- Sets and implements strategies to support the bank’s overall objectives
Relationship Manager (Assistant Manager Rank)
Chinatrust Phils.
03.2010 - 04.2011
- Responsible for customer acquisition and growth of newly solicited accounts.
- Responsible for achievement of deposit targets and cross-selling targets such as selling of Consumer Finance, Cash Management and other products.
- Responsible for marketing, administration and servicing of high and middle market customers, and developing long-term relationship with existing and prospective clients.
Sales Officer (Junior Officer Rank)
EastWest Bank
06.2009 - 03.2010
- Responsible for aggressive account acquisition & consolidation to achieve sales goals
- Formulates & implements sales plans & marketing strategies to generate optimum fund level management.
Financial Sales Executive
Philam-Equitable Life Assurance Co.
10.2007 - 01.2009
- Relationship management with banking partner.
- Relationship management with prospective & existing clients of BDO bank.
- Solicitation of new business, cross-sell, & up-sell of identified Philam-Equitable Life products to banks customer base.
- Customer Service & Conservation of Business.
- Activity reporting, planning, & administration.
- Market Analysis
Senior Customer Care Specialist JOB GRADE 6
Digitel Mobile Phils, Inc – SunCellular
02.2007 - 07.2007
- Acts as OIC in the absence of the Center Officer
- Ensures the smooth operation of the business center and sees to it that all the needs and requests of subscribers are being attended.
- Provides sales report at the end of the day to Immediate Head.
- Acts as Inventory Custodian
- Accountable for all the incoming and outgoing stocks from the inventory room
- Ensures the correctness of tagging with the Inventory Filtering System
- Coordinates and send the inventory reports to correct divisions of the Head Office.
- Monitors the stocks and sees to it that units are available.
- Customer Service Frontliner
- Attends to subscribers needs and requests
- Aggresively promotes products to increase sales and meet quota
- Process service orders, credit card auto charge enrollment, disputes management and post review previous transactions.
Customer Service Representative
Metropolitan Bank & Trust Company
06.2001 - 08.2006
- Handles deposits, withdrawals, encashments, fund transfers
- Processing of foreign exchange transactions
- Processing of remittances and telegraphic transfers
- Preparation of manager’s check / cashier’s check
- Processing of payments for companies with collection agreement
- Assists the Branch Cashier in loading cash in the ATM
- Marketing Assistant
- Assists the Marketing Officer in offering and introducing the products of the bank to clients.
- In-charge in opening of new accounts
- Handles different trust products of the bank
- Processing of renewals and roll-overs of maturing placements
Education
A.B. - Communication Arts
University of the East
Manila01.2001
Skills
- Microsoft office applications (MS Excel, MS Word, MS PowerPoint)
References
Available upon request.
Accomplishments
- GOAL BUSTER 1st Qtr 2025 for achieving 714% of CASA volume incremental
PERSONAL DATA
Born on April 5, 1980 in Pangasinan, a Roman Catholic and a Filipino by nationality.
Timeline
Branch Head (AVP rank)
Asia United Bank
01.2024 - Current
Business Center Head (SAVP)
Chinabank
08.2020 - 12.2023
Branch Manager (Manager Rank)
Asia United Bank
09.2014 - 07.2020
Business Manager (Manager Rank)
UnionBank of the Phils.
04.2011 - 08.2014
Relationship Manager (Assistant Manager Rank)
Chinatrust Phils.
03.2010 - 04.2011
Sales Officer (Junior Officer Rank)
EastWest Bank
06.2009 - 03.2010
Financial Sales Executive
Philam-Equitable Life Assurance Co.
10.2007 - 01.2009
Senior Customer Care Specialist JOB GRADE 6
Digitel Mobile Phils, Inc – SunCellular
02.2007 - 07.2007
Customer Service Representative
Metropolitan Bank & Trust Company
06.2001 - 08.2006
A.B. - Communication Arts
University of the East